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Carroll Financial Associates’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Carroll Financial Associates’s Portfolio IDRV Stock Details IDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$17K Hold
321
– – ﹤0.01% 1014
2021
Q3 		$15K Hold
321
– – ﹤0.01% 1073
2021
Q2 		$15K Hold
321
– – ﹤0.01% 1164
2021
Q1 		$14K Buy
+321
New +$14.8K ﹤0.01% 1126

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carroll Financial Associates's IDRV Position: Q4 2021 in Review

Carroll Financial Associates held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q4 2021 at 321 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Carroll Financial Associates first reported a position in IDRV in Q1 2021 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold IDRV as of Q4 2021.

  • Carroll Financial Associates held 321 shares of iShares Self-Driving EV and Tech ETF worth $17K as of Q4 2021.
  • Carroll Financial Associates left its iShares Self-Driving EV and Tech ETF share count unchanged in Q4 2021.
  • iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1014 holding.
  • Carroll Financial Associates first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.